Novartis to Report Q1 Earnings: Will Key Drugs Maintain Momentum?

Core Viewpoint - Novartis AG is expected to report strong first-quarter 2025 results, with revenue estimates at $12.86 billion and earnings at $2.12 per share, supported by a history of earnings surprises and growth in key therapeutic areas [1][2][4]. Financial Performance - The Zacks Consensus Estimate for Novartis' first-quarter earnings is $2.12 per share, with a positive Earnings ESP of +1.26% indicating a potential earnings beat [3]. - Novartis has consistently beaten earnings estimates in the past four quarters, with an average surprise of 6.25% [1]. Growth Drivers - The company focuses on four core therapeutic areas: cardiovascular, renal-metabolic, immunology, neuroscience, and oncology, following the spin-off of the Sandoz business [4]. - Key products driving growth include: - Entresto: Estimated sales of $2.24 billion, showing strong demand in the U.S. and Europe [5][6]. - Cosentyx: Estimated sales of $1.57 billion, boosted by recent launches and volume growth [6][7]. - Kesimpta: Estimated sales of $872 million, driven by increased demand [7]. - Kisqali: Estimated sales of $936 million, supported by strong momentum from new indications [8][9]. - Pluvicto: Estimated sales of $381 million, with expanded manufacturing capacity aiding supply [9][10]. - Leqvio: Estimated sales of $243 million, contributing to overall growth [10]. - Scemblix: Continued demand for chronic myeloid leukemia treatment, although facing generic competition for Tasigna [11]. Recent Developments - In February 2025, Novartis announced the acquisition of Anthos Therapeutics for $925 million, adding a late-stage pipeline candidate for stroke prevention [12]. - Year-to-date, Novartis shares have increased by 16.6%, outperforming the industry [13].